Customizing a document library

- We're going to customize the current documents library…so that it is a project documents library…with three custom columns.…Let's begin by opening the documents library.…Let's choose Library Settings.…We're going to change the list name and navigation.…Rather than Documents, this is…going to be called Project Documents.…This is the library…for documents being used by and cr-...…

So this is a library for document drafts being created…by the project team, and documents related to the project.…It will appear in the quick launch, it's already there.…So we're going to click Save, and notice…it now says Project documents.…Now, let's add our custom columns.…The first column we're going to create is Source.…It is a single line of text.…Source for this document for example.…

Created by, a dash, or received from.…Require that this column contains information, yes.…There is no default value,…we'll add it to the default view and say OK.…We also want to add status.…This is a choice.…

This is for the current status of this document.…

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Author

Released

7/16/2015

Manage your projects and workflow better with SharePoint 2013. In this course, author Gini Courter shows you how to create a SharePoint team site and add functionality such as announcements, contacts, links, and issue tracking with SharePoint's built-in apps. You'll also find out how to customize list apps and views that meet your team's specific needs.

Once you've set up project libraries, you'll learn how to save the site as a template for future use and to launch the finished product. The final three chapters guide you through the actual project management process: supporting team communication, adding and syncing task data, and using views for management and reporting.